+537.0%
TDG vs FIVN
+118.5%
+418.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +1.0% |
| 7D | -1.9% | -7.8% | +6.0% | -0.8% |
| 30D | -7.7% | -1.7% | -6.0% | -7.6% |
| 3M | -9.3% | +47.2% | -56.5% | -14.7% |
| 6M | -9.4% | +82.7% | -92.1% | -18.5% |
| YTD | -14.3% | +52.9% | -67.2% | -21.2% |
| 1Y | -11.8% | +17.5% | -29.3% | -16.1% |
| 3Y | +52.0% | -55.8% | +107.8% | +61.8% |
| 5Y | +128.8% | -82.3% | +211.2% | +168.9% |
| All | +537.0% | +118.5% | +418.4% | +373.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling